Join our community of smart investors

ESG fund managers' favourite international shares

Find out what top ESG fund managers reckon are the best international stocks
ESG fund managers' favourite international shares

Research suggests fund managers' biggest bets outperform. That’s even true for managers of poorly performing funds, although at the Investors Chronicle, we’re only interested in the best of the best. 

Register here to download our exclusive table of fund manager favourites

Every week, we publish a list of the “best ideas” of top fund managers from one of seven sectors. This week it is the turn of Global ESG favourites.

Our fund managers’ best ideas tables constitute the top five holdings of a selection of top performing funds, or the three most overweight positions. The data is based on the funds’ most recent portfolio disclosures to Morningstar. 

How top ESG favourite Microsoft hopes to profit from social media.

Find out why Mark Hume, manager of the Black Rock Energy and Resources Income Trust, has made Vestas Wind Systems his fund's top renewable pick.

Top ESG Fund Managers' Favourite Global Shares

FUND BEST IDEAS: GLOBAL SUSTAINABLE
30/03/2021No. Funds
Microsoft Corp10
Taiwan Semiconductor Manufacturing Co Ltd4 (+1)
Thermo Fisher Scientific Inc4 (-1)
Alphabet Inc A3
Apple Inc3
Linde PLC3
Vestas Wind Systems A/S3
Adobe Inc2
Autodesk Inc2
Danone SA2
Eli Lilly And Co2
KDDI Corp2
Mastercard Inc A2
Neste Corp2
Roche Holding AG Dividend Right Cert.2 (-1)
Royal Philips NV2
Sandvik Ab2 (NEW)
Synopsys Inc2
Taiwan Semiconductor Manufacturing Co Ltd ADR2
Visa Inc Class A2
ABB Ltd1
adidas AG1
AIA Group Ltd1
Amazon.com Inc1
American Water Works Co Inc1 (-1)
Amplifon SpA1
Applied Materials Inc1
ASML Holding NV1
AstraZeneca PLC1
Bandwidth Inc Class A1
Borregaard Asa1
Cadence Design Systems Inc1 (NEW)
Charles Schwab Corp1
Clean Harbors Inc1 (NEW)
Delivery Hero SE1
Experian PLC1
Flex Ltd1
Fresenius Medical Care AG & Co. KGaA1
Generac Holdings Inc1
Hoya Corp1
Infineon Technologies AG1
Intuit Inc1
IQVIA Holdings Inc1
Keyence Corp1
Koninklijke DSM NV1 (NEW)
Kornit Digital Ltd1 (NEW)
Lam Research Corp1
London Stock Exchange Group PLC1
L'Oreal SA1
MarketAxess Holdings Inc1
McCormick & Co Inc Non-Voting1
Nestle SA1
Nike Inc B1
Novartis AG1
Orsted A/S1
PayPal Holdings Inc1
PTC Inc1
Rayonier Inc1
RELX PLC1
Roche Holding AG1 (NEW)
Salesforce.Com Inc1
Samsung SDI Co Ltd1
Schneider Electric Se1
Shopify Inc A1
SoftBank Group Corp1
Swiss Re AG1
Tesla Inc1
Trane Technologies Plc1
Xylem Inc1

source: Morningstar

*based on top 5 holdings

Learn from the best

 

Understanding the investment process of some of the world's top fund managers can help private investors when they're picking stocks and when they're choosing which funds to invest in. In the links below you can listen to our discussions with some of the UK's best and head to our podcast page to listen to all our fund manager interviews.

 

Nick Train: “We hate selling”

Nick Train hates selling companies so much that he can’t quite remember which stock he sold last. “Selling is an admission you’ve made a mistake,” he says in this interview with Leonora Walters. 

 

Walter Price: "The Chinese are a force to be reckoned with in technology"

Walter Price, portfolio manager of hugely successful Allianz Technology Trust, is concerned about the valuations of US tech companies. In this podcast, he tells us his views on growth, regulation, and China.

 

Roddy Snell: “I’ve rarely been so bullish on Asia”

Tension between the US and China isn’t something that worries Roddy Snell, co-manager at Baillie Gifford’s China Fund, Emerging Markets Leading Companies Fund and Pacific Fund.